TIM TALKS Private Equity & Venture

Keyhaven Capital Partners specializes in pan-European lower mid-market buyouts, partnering with independent sponsors to execute control investments in resilient, founder-led businesses up to 250 million euros in enterprise value. Since pivoting from a fund-of-funds model in 2017, the firm has raised four vehicles totaling roughly 650 million euros and built a hands-on, buy-and-build strategy that...

 Lower middle market healthcare investing rarely gets the attention it deserves. The deals are smaller, the companies are messier, and the work required to turn a founder-run practice into an institutional-quality business is substantial. But for firms willing to do that work consistently, the returns can be compelling. Scott Heberlein is a partner at HealthEdge Investment Partners, a Tampa-based...

Deep tech investing focuses on companies built around fundamental technical breakthroughs rather than incremental software improvements. These businesses tend to emerge from research labs, require longer development cycles, and carry real technical and regulatory risk. The tradeoff is defensibility. If the technology works, it’s difficult to replicate. I’m joined by Areg Alimian and Ashot Arzumany...

 Mining touches nearly everything in modern life, yet it remains one of the most misunderstood and underappreciated corners of private markets. I sit down with Pim Kallisvaart to explore why mining private equity has struggled historically, why traditional buyout playbooks don’t work in this sector, and what it actually takes to generate real returns in an industry governed more by geology than fi...

Aging has quietly become one of the most consequential variables in healthcare, economics, and long-term investing, even though it’s rarely treated that way in capital markets. That gap between impact and attention is where this conversation begins. My guest is Will Harborne, co-founder and general partner of LongGame Ventures. Will comes to longevity from an unconventional background. He trained...

Kelly DePonte brings more than 34 years of experience to this discussion, with a career spanning commercial banking, global due diligence for major institutions such as CalPERS and the NYC pension plans, and more than two decades at Probitas Partners, where he led research and published widely followed LP trend surveys. His background as an investor, advisor, educator, and placement specialist giv...

Water affects everything from how cities operate to how industries keep running, yet most people never see the work that makes all of it possible. That’s the world Tom Ferguson, Managing Partner at Burnt Island Ventures, has spent the last decade studying and investing in. With an MBA from Harvard, an MA from the University of Edinburgh, and years of hands-on experience evaluating thousands of ear...

We often talk about the big tech giants or the flashy consumer brands, but the industrial companies are the real engine of our world. They're the gritty foundation our economies and our communities are built on. When one of them hits a rough patch, turning it around takes serious grit, deep-down insight, and a willingness to actually get your hands dirty.   That's precisely the work our gu...

Few investors can say they’ve moved from the clinic to the boardroom to the trading floor, but Chen Yu has done exactly that. He left medical school to build a tech startup that went public and was acquired, then returned to biotech by joining Vivo Capital, where he helped grow the fund from $60 million to $5 billion. After nearly two decades, he struck out on his own to launch TCGX, a crossover f...

What does it take to guide one of the world’s longest-standing private equity firms through constant change while still delivering steady results? That’s the perspective we get today from Paul Newsome, someone I’ve known for years and always admired for his clear thinking and good judgment. Paul is Head of Portfolio Management at Unigestion, a Geneva-headquartered firm with $11 billion in mid-mark...

What does it take to build a private equity firm from the ground up in a sector as complex and competitive as agribusiness? That’s the story we’re diving into today with my longtime friend, Sebastian Popik. We’ve known each other for years. I even helped him raise his very first fund, and it’s been great to watch the path he’s carved since then. Sebastian is the founder of Aqua Capital, which he s...